iShares Currency Hedged MSCI EAFE ETF
HEFA
134 hedge funds and large institutions have $2.73B invested in iShares Currency Hedged MSCI EAFE ETF in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 18 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
0.85% more ownership
Funds ownership: 74.16% → 75.01% (+0.85%)
0% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 18
4% less capital invested
Capital invested by funds: $2.85B → $2.73B (-$118M)
1% less funds holding
Funds holding: 136 → 134 (-2)
17% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 52
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $15K
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$46.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$45.3M |
| 3 |
Goldman Sachs
New York
|
-$32.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$29.4M |
| 5 |
SPIA
Strategic Point Investment Advisors
Providence,
Rhode Island
|
-$23.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
SEI Investments
Oaks,
Pennsylvania
| – | +$240 | +10 | New |
|
HEFA Hedge Fund Activity: Q2 2016 in Review
134 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2016, worth a combined $2.73B — down 4.2% from $2.85B a quarter earlier.
Fund positioning in HEFA was balanced in Q2 2016: 18 funds opened new positions, 18 closed out, 43 added to existing stakes and 52 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $87.8M. The largest seller was Morgan Stanley, cutting an estimated $46.5M.
- 134 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2016, down from 136 in Q1 2016.
- Funds reported $2.73B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2016, down 4.2% quarter-over-quarter.
- 18 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2016 and 18 closed out, a net change of 0 holders.
- The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2016 was JP Morgan Chase, an estimated $87.8M added.
- The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2016 was Morgan Stanley, an estimated $46.5M sold.
Based on aggregated 13F filings for Q2 2016.